Econocom Group SE (LTS:0RPX)

Half Year 2025 Econocom Group SE Earnings Call Transcript

Jul 24, 2025 / 10:59 AM GMT

Release Date Price: €1.9 (-1.91%)

Transcript

Key Points

Positve

Econocom Group SE (XBRU:ECONB) reported a total revenue growth of 6.6% for the first half of 2025, driven by a strong performance in the TMF activity, which grew by over 18%.
The company successfully integrated BBnet, a refurbishment company in Germany, contributing to the growth and closing the lifecycle of IT units leased by TMF.
Econocom Group SE (XBRU:ECONB) is progressing well with its strategic plan, including the reinforcement of its sales force and the implementation of a cross-selling model.
The company has a strong liquidity position with €360 million, supported by a successful refinancing effort that raised €225 million.
Econocom Group SE (XBRU:ECONB) is focusing on ESG initiatives, achieving a top 5 position in the Ecovadis rating and a platinum rating for its ecofactory business unit.

Negative

The net result for the first half of 2025 was negatively impacted by a €10 million goodwill write-down related to Sino Trade, an e-procurement software company facing operational challenges.
The distribution market experienced a slight decline of 2.4% in revenue, attributed to reduced public spending and competitive pricing pressures.
The services division saw a slowdown in growth during Q2, partly due to seasonal factors and the timing of business contracts.
Econocom Group SE (XBRU:ECONB) faces challenges in the PNS segment, with a need to transition from traditional business models to more service-oriented offerings to improve margins.
The company is still working on aligning its infrastructure and security offerings across all countries, requiring medium-sized acquisitions to strengthen its position.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

ECONB.BR - Econocom Group SE
Half Year 2025 Econocom Group SE Earnings Call
Jul 24, 2025 / NTS GMT

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Presentation
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Unidentified_1 [1]
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Yes.

Okay.

But Oh.

Hello everybody.

Can we start?

Okay, good. Hello everybody. Welcome, today in Pyo for the analyst and investor meeting for the first half of 2025.

The Speaker for today will be our founder Jean-Lu Bouchard, Angel Belgigi and myself.

Around the agenda, which will be as usual, some strategic update.

The performance of our first semester, some outlooks, and welcoming some Q&A from your side.

I now leave the floor to Jean Bouchard.

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Unidentified_2 [2]
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